Concord Wealth Partners Ishares Tr Global Energy ETF Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Concord Wealth Partners holds 1,206 shares of IXC stock, worth $48,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,186 1.69%
Holding current value
$48,553
Previous $49,000 4.08%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$34.69 - $42.32 $693 - $846
20 Added 1.69%
1,206 $47,000
Q4 2024

Jan 23, 2025
SELL
$36.95 - $43.06 $9,939 - $11,583
-269 Reduced 18.49%
1,186 $45,000
Q2 2024

Jul 31, 2024
BUY
$39.86 - $44.76 $717 - $805
18 Added 1.25%
1,455 $60,000
Q1 2024

Apr 30, 2024
BUY
$37.37 - $42.95 $523 - $601
14 Added 0.98%
1,437 $61,000
Q4 2023

Apr 30, 2024
BUY
$38.15 - $42.12 $877 - $968
23 Added 1.64%
1,423 $55,000
Q4 2023

Feb 05, 2024
BUY
$38.15 - $42.12 $877 - $968
23 Added 1.64%
1,423 $55,000
Q3 2023

Apr 30, 2024
SELL
$36.21 - $42.19 $832 - $970
-23 Reduced 1.62%
1,400 $57,000
Q2 2023

Aug 07, 2023
SELL
$35.5 - $40.09 $36,849 - $41,613
-1,038 Reduced 42.58%
1,400 $52,000
Q4 2022

Jan 27, 2023
BUY
$35.16 - $41.98 $85,720 - $102,347
2,438 New
2,438 $95,000
Q2 2022

Aug 04, 2022
BUY
$32.89 - $42.6 $855 - $1,107
26 Added 1.08%
2,441 $83,000
Q1 2022

Apr 20, 2022
SELL
$28.25 - $37.1 $1,101 - $1,446
-39 Reduced 1.59%
2,415 $87,000
Q4 2021

Jan 21, 2022
BUY
$26.37 - $29.86 $62,285 - $70,529
2,362 Added 2567.39%
2,454 $68,000
Q4 2020

Feb 16, 2021
BUY
$15.08 - $22.37 $1,387 - $2,058
92 New
92 $2,000

Others Institutions Holding IXC

# of Institutions
365
Shares Held
25.7M
Call Options Held
35.5K
Put Options Held
800
View Full List

About ISHARES TR GLOBAL ENERGY ETF

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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